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Certified Financial Planner
Leap into the field of financial planning and learn valuable skills and knowledge with IMS Proschool’s Certificate in Financial Planning training programme.
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Quick facts
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekdays, Weekends
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Course overview
Investing your hard-earned money is a smart way to generate more wealth and ensure financial security for your future. Financial planning is a way to allocate assets and balance the overall risks. It is a strategy that aids investors in making significant financial decisions. The Certificate in Financial Planning is a CFP-FBSP-based curriculum course that can give you a head-start in the world of Financial planning.
Certificate in Financial Planning by IMS Proschool is the perfect program to kick-start your career in finance. After completing this course, you can step into investment advisory and management roles. You can learn about Financial planning from the basics through high-quality video sessions.
In addition, IMS Proschool’s Certificate in Financial Planning can prepare you for other benchmark industry certificates. It is a suitable program for undergraduates, graduates, and working professionals who wish to initiate a career in Financial planning. You can also get placement support from IMS Proschool to land a good job offer.
The highlights
- Benchmark study material
- Access to 600+ questions
- High-quality videos
- Live online training
- 24*7 CFP qualified mentor
- Extensive practice
- Self-paced learning mode
- Classroom programme
- Multiple study options
Program offerings
- Multiple study options available
- Benchmark study material
- Classroom programme
- Live online training
- 600+ practice questions
- High-quality video resources
- Official certificate available
- Extensive practice
- 24*7 cfp qualified mentor
Course and certificate fees
Eligibility criteria
To learn the Certificate in Financial Planning, you must have passed 12th/HSC.
Certificate Qualifying Details
To earn your certification in the Certificate in Financial Planning, you must obtain a minimum of 60% and clear all internal assessments.
What you will learn
After completing the Certificate in Financial Planning training, you will have a firm grasp on the following topics:
- Personal financial management
- Financial planning and asset management
- NISM investment advisor module
- Regulatory environment: law and compliance
- NISM mutual fund distributors module
Who it is for
Certificate in Financial Planning by IMS Proschool is suitable for undergraduates, graduates looking for jobs in the field of Financial planning and working professionals.
Admission details
- IMS Proschool’s Certificate in Financial Planning course page can be on the official site.
- After going through the program offerings, select the ‘Enrol/Login’ button. A new page will open where you must enter your email and password to sign in.
- If you don’t have an existing profile, click on the register option. You will be redirected to another page where you must fill an application form.
- Enter your details, including name, gender, email, mobile, DOB, and password. Next, enter your exact address and then choose the highest qualification and current profile. After filling the form, click on register.
Filling the form
To join the Certificate in Financial Planning, you must enter your details in a registration form. Enter your full name, gender, email ID, password, mobile number, name on Aadhaar, D.O.B, learning mode, nationality, centre, and country. Mention your address in detail, including your city, PIN code, state, and district. Then, select the highest qualification and choose your current profile before submitting the form.
The syllabus
Module 0: Financial Planning Basics
Introduction to Financial Planning
Financial Mathematics
- Time Value of Money
- Amortization & Debt
- Annuity & Real rate of return
- Irregular cash flows, NPV & IRR
Financial Planning
- Insurance planning
- Retirement planning
- Tax and Estate planning
Module 1: Investment Planning & Advisory
Personal Financial Management
- Time Value of Money
- Cash Flow & Budgeting
- Financial Management Strategies
Investments & Asset Management
- Asset Classes & Securities
- Asset Allocation & Wealth Management
- Behavioral Finance & Investment Theory
Regulatory Environment, Law/ Compliance
- Social & Political Environment
- Compliance & Implications
- Indian Corporate Laws
Module 2: Retirement & Tax Planning Specialist
Retirement Planning
- Retirement Needs, Analysis & Projection
- Sources of Retirement Cashflow
- Withdrawal Projections & Strategies
Tax Planning & Optimization
- International Taxation
- Cross Border & Source Rules
- Accounting Standards & research
Indian Aspects
- Retirement Products in India
- Indian Taxation rules
- Tax aspects of retirement products
Module 3: Risk & Estate Planning
Risk Management & Insurance Planning
- Principals of Risk Management
- Intro to Insurance
- Advisor Selection & Strategic Management
Estate Planning
- Terminology
- Wealth Distribution
- Transfer during life & at death
Indian Aspects
- Life & General Insurance
- Indian Succession Laws
- Insurance regulatory aspects
Module 4: Integrated Financial Planning
The Financial Planning Process
- Practise Standards
- Professional Skills
- Client engagement & Communication
Engaging Clients for Life
- Discovery process & Appreciative enquiry
- Developing financial plans
- Presenting recommendations to clients
Developing Effective financial plans
- Financial Planning Overview
- Financial Plan elements
- Financial Plan Assessment
Evaluation process
To obtain the Certificate in Financial Planning, you simply have to score a minimum of 60% in the internal assessments. However, if you wish to earn the Investment Specialist Certificate, you will have to go through an exam process. It will be a 2-hour offline exam and will consist of 75 MCQs. You will need written approval from the FPSB to sit in this exam.
How it helps
The Certificate in Financial Planning can help you pave a career in the field of Financial planning. This programme follows an extensive curriculum that satisfies the needs of the industry. You can learn the basics of the subject and practice through online practice questions to test your knowledge. The programme consists of a certificate and placement support to help in landing a decent job. Plus, this course prepares you for other industry certificates.
FAQs
No, you only need to have passed the 12th standard to enrol in the course.
Yes, a Certificate in Financial Planning covers the basics of Financial planning.
You must attain a score of more than 60% in the internal assessments to gain the certificate.
Yes. The self-paced mode includes 24*7 doubt-solving support.